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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,070 | $75,541-95.9% | $152,093-98.0% | $82,637-96.3% |
| Participation rate | 77.1% | 66.5%+10.5pp | 77.8%-0.7pp | 68.1%+9.0pp |
| Annual return | 12.89% | 32.56%-19.7pp | 66.36%-53.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $377 | $3,206-88.3% | $5,451-93.1% | $4,126-90.9% |
| Admin fee / account holder | $433 | $6,405-93.2% | $14,497-97.0% | $7,339-94.1% |